DWMG
DB Wealth Management Group’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-104,905
| Closed | -$4.32M | – | 364 |
|
|
2023
Q1 | $4.32M | Buy |
104,905
+3,398
| +3% | +$140K | 2.72% | 10 |
|
|
2022
Q4 | $4.42M | Buy |
101,507
+32,849
| +48% | +$1.43M | 2.87% | 8 |
|
|
2022
Q3 | $2.59M | Buy |
68,658
+68,340
| +21,491% | +$2.58M | 1.85% | 13 |
|
|
2022
Q2 | $13K | Buy |
+318
| New | +$13K | 0.01% | 273 |
|